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Institutional Investment Manager
Polar Capital LLP
Polar Capital LLP (CIK: 0001439303), located at 16 Palace Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 266 holdings with a total value of $4,701,611,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CENCORA 387,105 28,127,000 0.60%
52 MCDONALDS CORP 274,917 27,695,000 0.59%
53 WESTERN DIGITAL CORP 298,418 27,544,000 0.59%
54 AUTONATION 460,870 27,505,000 0.59%
55 NXP SEMICONDUCTORS N V 401,160 26,549,000 0.56%
56 AETNA INC NEW 327,060 26,518,000 0.56%
57 LILLY ELI & CO 419,884 26,104,000 0.56%
58 SANDISK CORP 248,661 25,966,000 0.55%
59 AGILENT TECHNOLOGIES INC 450,000 25,847,000 0.55%
60 COVIDIEN PLC 285,659 25,761,000 0.55%
61 MERCK & CO INC 440,000 25,450,000 0.54%
62 HCA HOLDINGS INC 450,000 25,371,000 0.54%
63 HALLIBURTON 356,218 25,295,000 0.54%
64 Walgreens 339,285 25,151,000 0.53%
65 SALESFORCE COM INC 427,834 24,846,000 0.53%
66 HENRY SCHEIN INC 205,175 24,348,000 0.52%
67 F5 NETWORKS INC 213,904 23,835,000 0.51%
68 ST JUDE 343,000 23,753,000 0.51%
69 ENDO INTL 330,000 23,107,000 0.49%
70 QUINTILES IMS HOLDINGS INC 422,236 22,500,000 0.48%
71 TEVA PHARMACEUTICAL INDS LTD 425,000 22,279,000 0.47%
72 CELGENE CORP 258,811 22,227,000 0.47%
73 UNIVERSAL HLTH SVCS INC 230,000 22,024,000 0.47%
74 WRIGHT MEDICAL GROUP NV 700,000 21,980,000 0.47%
75 BROOKDALE SR LIVING INC 658,618 21,958,000 0.47%
76 AMSURG CORP 480,653 21,902,000 0.47%
77 LAM RESEARCH CORP 318,582 21,528,000 0.46%
78 PALO ALTO NETWORKS 255,092 21,392,000 0.45%
79 ULTRA PETROLEUM CORP 713,018 21,170,000 0.45%
80 YELP INC 262,879 20,153,000 0.43%
81 ALLERGAN PLC 90,000 20,075,000 0.43%
82 ABBOTT LABS 490,000 20,039,000 0.43%
83 ACADIA HEALTHCARE COMPANY IN 438,580 19,955,000 0.42%
84 KYTHERA BIOPHARMACEUTICALS I 519,398 19,927,000 0.42%
85 CareFusion 446,040 19,781,000 0.42%
86 REVANCE THERAPEUTICS INC COM 577,042 19,618,000 0.42%
87 MICROCHIP TECHNOLOGY 401,858 19,615,000 0.42%
88 REINSURANCE GROUP AMER INC 243,775 19,234,000 0.41%
89 INTERMUNE INC 431,326 19,042,000 0.41%
90 AIR METHODS CORPORATION COM PAR .06 365,985 18,902,000 0.40%
91 VMWARE A 195,202 18,895,000 0.40%
92 DEMANDWARE INC 268,448 18,620,000 0.40%
93 DELTA AIRLINES INC DEL 467,234 18,091,000 0.38%
94 TEAM HEALTH HOLDINGS INCORPORATED 360,000 17,978,000 0.38%
95 SPECTRANETICS CORP 777,000 17,776,000 0.38%
96 APPLIED MATLS INC 786,009 17,725,000 0.38%
97 PROOFPOINT INC 472,633 17,705,000 0.38%
98 PROASSURANCE CORP COM 394,500 17,516,000 0.37%
99 Dynavax Techs Cp New 10,946,861 17,508,000 0.37%
100 ENDOLOGIX INC 1,150,000 17,492,000 0.37%
Page 2 of 6

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001347, filed 2014.08.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.